Tech Company Financing Transactions
Trizic Funding Round
On 6/13/2017, Trizic raised $2.5 million in funding from private investors.
Transaction Overview
Company Name
Announced On
6/13/2017
Transaction Type
Debt
Amount
$2,500,000
Round
Undisclosed
Investors
Proceeds Purpose
Proceeds purposes were not disclosed. 4 investors participated in the offering. The amount may include options, warrants or other securities. Contact technology company for investment details, if applicable. Not an offer or solicitation for the sale of securities or debt. SEC regulatory filing.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
60 E. Sir Francis Drake Blvd. 200
Larkspur, CA 94939
USA
Larkspur, CA 94939
USA
Phone
Website
Email Address
Overview
We're dedicated to rethinking the way wealth managers connect with their clients in a digital world. We come to this passion honestly. Our founder and CEO, a one-time private banker, found that the accepted tools and methods for growing his financial services business and meeting the needs of his clients were.
Profile
Social Media
Company News
Facebook
YouTube
Management Team
Title
Name
Email & Social
Chief Executive Officer
Drew Sievers
Chief Operating Officer
Iain Kennedy
Chief Technical Officer
Steve Mays
VP - Sales
Steve Lewczyk
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